About SFIA Group

It is important to realise, however, that in planning for school fees we are actually looking at the full spectrum of financial planning, many of our clients have a definite focus on this need.

Many, probably most, of our clients stay with us well beyond the time when their children have finished full time education so that we can continue to help them to plan for other major events such as retirement and what will happen to their estate when they eventually die.

Based on a programme of detailed investigation of each individual client’s needs and aspirations, we take time to consider a range of options before making our recommendations. Only when we have ensured that you fully understand our recommendations will we put the appropriate plans in place.

But the service does not stop there. We will undertake regular reviews with you to ensure that your plans continue to fulfil their objectives, making changes as necessary.

For further information, please click on the links below or Contact us.

• School Fees Planning
• Investments
• Family protection
• Mortgages
• Tax planning
• Pensions
• Options at retirement